Explore Our Financial Resources
We enjoy sharing our perspective on what’s shaping the world of investments and the most recent research from the financial academic community.
Articles and Publications
Ric Edelman reveals big retirement mistake
Index Fund Advisors: A Problem with Jack Bogle? I Don’t Think So!
Getting Over Index Investing With A Better Way
The Importance of Advice
Blog and Insights
Prudent Man and Dimensional Fund Advisors
Our partnership with Dimensional Fund Advisors gives us the best opportunity to construct well diversified, passively managed portfolio for our clients. Prudent Man has an on-going relationship with a low-cost institutional fund manager, Dimensional Funds Advisors...read more
Passive Investing: The Evidence
We have a new article and video to share with you. Both of these pieces do a nice job of reiterating points that some may be familiar with (or recently introduced to) regarding our investment strategy, in addition to discussing the research/information we use to...read more
Calling a Stock-Market Top Is Only Half the Battle
A piece from the Wall Street Journal we thought would be a good reminder regarding behavior and its unintended results as the media continues to talk about market tops, and the ever present call for market declines. We are constantly stressing, and trying to inform...read more